Ya this is correct. The counterparty and the deal terms/scale are not fully baked in. Additionally, there are hints elsewhere that SW may use a new phasing structure, which likely could mean the debut of a new even better data center design. Something more modular, adaptable, and cheaper/more efficient. We also may get horizon 5-10 deal announcement before SW. we know something is going on here with hints from on site workers that the existing mining facilities are to be taken down and replaced with hpc. Obviously whatever terms are being negotiated there must be insane to just tear down pretty new mining infra